21. Preferences¶
Intella Connect Preferences can be accessed by clicking on the gear icon in the Secondary Navigation Bar.
Preferences window allow one to manage various settings related to Intella Connect.
21.1. Global¶
Global preferences are further divided into two sections:
- Table view
- Visible Columns - section where Visible Columns of the Details table can be added or removed
- Rows height - section where row height of the Details table column can be configured
- List view
- Keywords Hit Highlighting - turning Hit Highlighting on or off
Note
These setting are saved in your browser’s cache. Therefore if you use few browsers simultaneously, few computers (devices) or you have cleaned your cached data, then you might need to change those settings again.
21.2. Facets¶
This sheet allows you to manage various settings related to Facets:
- Location facet
- Automatically expand root sources - whether or not automatically expand root sources. Having this option disabled can reduce facet initialization time on large cases with multiple data sources.
- Email thread facet
- Sorting - controls how items in Email thread facet are sorted (default name of a thread). It’s also possible to sort by the count of nodes present in a graph representing a thread, or the count of items referenced by a thread.
21.3. Previewer¶
This sheet allows you to manage various settings related to Previewer:
- Automatically load entire document text - when this option is enabled Previewer will automatically expand truncated text. This can speed up review as users don’t have to perform this step manually, but should be used with caution as it can seriously affect case performance.
21.4. Coding Layouts¶
This sheet allows you to manage your global Coding Layouts.
The first set of controls allows to select an existing layout from the dropdown in order to modify it. Clicking on the Add button allows to create a new layout. After layout is selected additional set of controls is shown on the left, and a Live preview pane is shown on the right. By adding, modifying or changing fields on the left one will immediately see results of his actions in the panel on the right.
Note
Fields list supports dragging its elements, which changes the order of Coding Fields as they appear in the layout.
Each Coding Field has the following options:
- Tag - specifies a tag from the current case to which the Coding Field will be mapped.
- Type - specifies how the field will be rendered and how will it work. Possible options are:
- CHECKBOX (default) - field is rendered as a checkbox control. Hierarchical tags will allow for many Coding Options to be selected.
- RADIO (requires a hierarchical tag) - field is rendered as a set of radio buttons. Each Coding Option will represent one radio button. This component will force user to select just one of available choices.
- DROPDOWN (requires a hierarchical tag) - field is rendered as a dropdown (also known as “Select” or “Combo box”). Each Coding Option will represent one element in the list. This component will force user to select just one of available choices.
- Required - if this option is ON then reviewer will be forced to make a coding decision about this field.
- Show hint - if this option is ON then a small icon will be rendered next to the field in the Coding Form. Hovering mouse over this icon will show a tag’s description in a tooltip. This can be some auxiliary text for reviewers.
- Optional parent (works only with checkboxes and hierarchical tags) - if this option is ON then this field will also render a checkbox next to the top-level tag.
21.5. Background Tasks¶
Note
The Background Tasks sheet will be visible only to users with “Can manage background tasks” permission.
This sheet allows one to manage Background Tasks. Those are long running tasks executed in the background which means that the case can be reviewed at the same time.
- Currently supported Background Tasks are :
- Thumbnails pre-generation - generates thumbnails in order to speed up Thumbnails view loading
- PDFs pre-generation - generates PDFs in order to speed up native previewing in Previewer
- OCR - allows to run Optical Character Recognition on selected items
- Case Tasks - created for every instance of Case Task created by a reviewer (these type of Background Tasks cannot be created from Preferences panel)
Only one Background Task per case is executed at once. When a new Background Task is created it is added to the queue.
For most kinds of Background Tasks “Processed items” column will show an accurate progress informing user about how many items have already been processed and what is the total number of affected items. Exception column will show a link which can be used to download error report in case any errors have occurred. Both of those information are not available for Case Tasks though.
21.5.1. Thumbnails pre-generation¶
Cases that rely heavily on viewing collections of images in the Thumbnail view will benefit from pre-generating the thumbnail images in advance especially when dealing with digital camera images that each are multiple megabytes in size.
The time needed to generate the thumbnail image can make the Thumbnails view loading appear sluggish. When the thumbnails have been pre-generated, the time needed to populate the view will be a lot faster and it will be constant with regard to the number of visible images, i.e. the file size of the original image is no longer a factor.
To pre-generate the thumbnail images, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the desired tag, “Thumbnail pre-generation” task type and press “Ok”.
The “Thumbnail pre-generation” background task will be added to the queue.
The thumbnails generation process can be cancelled at any point by deleting already added Background Task. The thumbnail images that have been generated will be kept.
21.5.2. PDFs pre-generation¶
Cases that rely heavily on viewing of documents will benefit from pre-generating of the PDFs for native view previewing.
To pre-generate native view PDFs, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the desired tag, “PDF pre-generation” task type and press “Ok”.
The “PDF pre-generation” background task will be added to the queue.
The PDFs generation process can be cancelled at any point by deleting already added Background Task. The PDFs that have been generated will be kept.
21.5.3. OCR¶
Since Optical Character Recognition can be a resource demanding process, it will be performed as a Background Task. Intella Connect supports three types of OCR process covered in details in the next section. When running OCR via ABBYY Recognition Server as a Background Task it’s important to make sure that ABBYY has been properly configured in Admin’s manual > Intella Connect Dashboard > Settings > ABBYY.
21.5.4. Redaction PDF pre-generation¶
Redaction PDFs can also be pre-generated. This will result in the Redaction tab initializing a lot faster, as it can immediately load this PDF from disk.
To pre-generate redaction PDFs, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the “Redaction PDF pre-generation” task type, desired tag, redaction profile, optionally check “Include duplicates” option and press “Ok”.
The downside of pre-generating redaction PDFs is that you may end up generating PDFs for items that will turn out not to need any redactions. For a large case, the cost of generating all PDFs up-front may be prohibitively time-consuming.
21.5.5. Process queued items¶
Items may also be queued for redaction. This workflow starts with gathering the items to redact via a keyword search, e.g. using a person name. The user reviews the search hits using the Content and Preview tabs, which are generally quick to load. When the user determines that redaction is appropriate for the current item’s keyword search hits, the user can click the “Queue for Redaction” button in the Previewer.
Clicking this button stores the item in the so-called redaction queue, together with its currently highlighted search terms. The user can let Intella Connect process this redaction queue later, at a time when the case is not being worked on. Intella Connect will then generate the redaction PDFs for the queued items and determines the visual areas where these hits appear in the PDF.
To process the redaction queue and generate the redaction PDFs with their redactions, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the “Process queued items” task type, desired tag, redaction profile. Optionally check “Auto-redact duplicates” option which would apply the same redactions to duplicates of items being redacted. By default, items which already have redaction marks applied will be skipped. This can be changed by choosing “Replace existing redactions and switch items to the current profile” option, which would first remove redaction marks, then switch redaction profile to the one chosen and finally apply the redaction marks. Press “Ok” to start the processing.
The benefit of queuing items for redaction is that no redaction PDFs are generated before or during the actual review. This means that reviewing for the purposes of redaction can start right after the case has been indexed. Additionally, redaction PDFs will only be generated for those items that need to be redacted, potentially saving a lot of processing time.
The downside of queueing items for redaction is that an additional manual review of these PDFs is still needed afterwards, as the visual output of the PDF rendering may be different from what is shown in the Contents and Preview tabs.
Important
When the queue is processed and Intella detects for an item that there is a difference between the hit count in the redaction PDF versus the hit it had when the “Queue for Redaction” checkbox was selected, it will put these items in the “Missing keyword hits” in the Features facet. It is strongly recommended to review the redaction PDFs of these items afterwards.
Important
When “Skip items with existing redactions” options is chosen, then the items which already have redaction marks will be skipped, which will result in decrease of items to be processed. If all items will be skipped this way, then zero processed items will be shown. This is expected behaviour.
21.5.6. Remove redactions¶
It may turn out to be necessary to remove all redactions, e.g. because of a change in policies.
To do this, click on the “Add new” button. The dialog for adding new Background Tasks will be shown. Select the “Remove redactions” task type, desired tag and press “Ok”.
Note that it is currently not possible to revert this operation.